JK
JK

Jeffrey Kinberg

16 Years of Experience
Portland, OR
Broker

Jeffrey Kinberg is a registered investment advisor at John Hancock Investment Management LLC, based in Portland, OR, with 16 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 35,239 clients with $200B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
173 advisors
IM Fee
Planning only
Assets Under Management
$202.2B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

Portland, OR

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
John Hancock Investment Management LLC
January 2025 - Present · 1 yr 6 mos
John Hancock Investment Management Distributors LLC
December 2024 - Present · 1 yr 7 mos
John Hancock Investment Management Distributors LLCBroker
December 2024 - Present · 1 yr 7 mos
Previous Registrations
Amundi Asset Management US, INC.
December 2021 - November 2024 · 2 yrs 11 mos
Amundi Distributor US, INC.Broker
December 2021 - November 2024 · 2 yrs 11 mos
Lord, Abbett & CO. LLC
August 2014 - October 2021 · 7 yrs 2 mos
Lord Abbett Distributor LLCBroker
July 2014 - October 2021 · 7 yrs 3 mos
UBS Financial Services INC.Broker
September 2013 - June 2014 · 9 mos
Morgan StanleyBroker
June 2009 - September 2013 · 4 yrs 3 mos
Morgan Stanley & CO. IncorporatedBroker
January 2009 - June 2009 · 5 mos
State Registrations4 states
IDMAORWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.